See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,409 | $73,867-80.5% | $143,757-90.0% | $68,494-79.0% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -15.80% | 1.01%-16.8pp | -0.04%-15.8pp | -7.84%-8.0pp |
| Employer contribution / active EE | $6,082 | $3,184+91.0% | $4,951+22.8% | $2,596+134.3% |
| Participant deferral / active EE | $1,414 | $3,384-58.2% | $5,637-74.9% | $4,027-64.9% |
| Admin fee / account holder | $132 | $5,755-97.7% | $14,673-99.1% | $5,403-97.6% |